TOPICS:
Session 1 - The Role of The Advisor
Session 2 - Secure 2.0
- This event has passed.
University of New Mexico, Albuquerque, NM – Certified 401(k) Plan Fiduciary Program
January 30 @ 8:00 am - 2:00 pm
When
Thursday, January 30, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of New Mexico
Student Union Building
87106
Albuquerque, NM 87131
SUB Ballroom C
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."
The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
Agenda
Speaker(s)
Adjunct Lecturer
Evan Cole, AIF®, CPFA®, C(K)P
Investment and Retirement Plan Fiduciary Advisor
Commonwealth Financial Network
About Evan Cole, AIF®, CPFA®, C(K)P Investment & Retirement Fiduciary Advisor, Accredited Investment Fiduciary® Evan began his financial career in 1985 with American General (AG) and VALIC, a full-service retirement planning company. While there, he received numerous awards and promotions. In 2007 Evan resigned from AG and VALIC and joined Cambridge Investment Research.
In March 2023 he began his own company, HOPE, Helping Other People Everywhere A Financial Services Company, using Commonwealth Financial Network as its RIA and broker dealer to pursue an independent and conflict-free approach when advising clients. Evan understands the true meaning of independence and advisor support.
Evan holds a Bachelor of Science degree from the University of New Hampshire and multiple securities and life insurance licenses in: Arizona, California, Nevada, New York, Oregon and others. He is an Accredited Investment Fiduciary® designee.
As an Accredited Investment Fiduciary®, he is committed to putting his clients’ interests first. He specializes in the design and implementation of all types of retirement plans and client portfolios and uses individual stocks, exchange traded funds, managed money, mutual funds, annuities, and insurance to meet clients’ needs and objectives.
Evan served on the board of People Reaching Out, a substance abuse prevention organization, from 2004-2010.
Driving and Parking Directions
